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Microsoft

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1776
Copeland Capital Management
Pennsylvania
$4.18M +$611K +6,013 +17%
RFWA
1777
RPg Family Wealth Advisory
Massachusetts
$4.18M +$3.53M +34,715 +539%
AIC
1778
Argus Investors Counsel
New York
$4.17M -$358K -3,523 -8%
CC
1779
Caldera Capital
Texas
$4.17M -$7.83M -77,129 -65%
CWM
1780
Cordatus Wealth Management
Pennsylvania
$4.15M +$4.15M +40,867 New
F
1781
Filament
Washington
$4.14M -$354K -3,486 -8%
CAMG
1782
CWA Asset Management Group
Florida
$4.14M +$710K +6,993 +21%
IFAM
1783
Institutional & Family Asset Management
Colorado
$4.12M -$560K -5,511 -12%
MHS
1784
M Holdings Securities
Oregon
$4.12M +$170K +1,676 +4%
NP
1785
NorthRock Partners
Minnesota
$4.12M +$3.17M +31,145 +333%
MWM
1786
Meridian Wealth Management
Kentucky
$4.11M +$494K +4,868 +14%
SFI
1787
SPC Financial Inc
Maryland
$4.1M -$367K -3,614 -8%
TIA
1788
Trust Investment Advisors
Indiana
$4.1M -$76.2K -750 -2%
AAS
1789
Annex Advisory Services
Wisconsin
$4.09M +$555K +5,466 +16%
TSS
1790
Two Sigma Securities
New York
$4.09M +$2.46M +24,212 +151%
WWM
1791
Western Wealth Management
Colorado
$4.09M +$4.09M +40,236 New
WA
1792
WealthTrust Axiom
Pennsylvania
$4.08M -$80K -788 -2%
VAS
1793
Valicenti Advisory Services
New York
$4.07M +$3.14M +30,940 +338%
FCMT
1794
Founders Capital Management (Texas)
Texas
$4.07M -$31.2K -307 -0.8%
OC
1795
Oarsman Capital
Wisconsin
$4.07M -$63.2K -622 -2%
LPC
1796
Loeb Partners Corp
New York
$4.02M -$203K -2,000 -5%
WBG
1797
Wharton Business Group
Pennsylvania
$4.02M
WPW
1798
Waldron Private Wealth
Pennsylvania
$4.01M +$822K +8,096 +26%
BCCM
1799
Bridge Creek Capital Management
Massachusetts
$4M -$103K -1,015 -3%
BCA
1800
Benchmark Capital Advisors
New York
$4M -$30.5K -300 -0.8%